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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,752 | $47,848-8.6% | $81,473-46.3% | $70,126-37.6% |
| Participation rate | 38.9% | 58.3%-19.4pp | 68.0%-29.1pp | 69.5%-30.7pp |
| Annual return | 16.71% | 27.25%-10.5pp | 38.78%-22.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $907 | $1,527-40.6% | $2,568-64.7% | $2,343-61.3% |
| Participant deferral / active EE | $2,125 | $2,453-13.4% | $3,537-39.9% | $3,332-36.2% |
| Admin fee / account holder | $7,596 | $3,145+141.5% | $4,561+66.5% | $4,645+63.5% |